2023-11-15T12:27:57-06:00 2022-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2022-01-01 141577715 CITIZEN ADVOCATES INC CITI 5186512247 324 COUNTY RTE 52 BLDG 1 PO BOX 6 MALONE NY 12953 JAMES D BUTTON CHIEF EXECUTIVE OFFICER 5184831251 2023-11-14 1 JAMES BUTTON 999009999 0 KENNETH MCGIVNEY P01324731 5853811000 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES D BUTTON 324 COUNTY RTE 52 BLDG 1 PO BOX 608 MALONE NY 12953 56824299 0 X CITIZENADVOCATES.NET X 1975 NY TO ASSIST PEOPLE LIVING WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AS WELL AS TO ASSIST PEOPLE WHO NEED TO HELP TO MAINTAIN MENTAL WELLNESS AND SUCCESSFULLY MANAGE ADDICTION. THE AGENCY DOES SO BY PROVIDING VARIOUS SERVICES INCLUDING OUTPATIENT CARE, HOUSING, RESIDENTIAL SERVICES, CARE COORDINATION, DAY HABILITATION, SUPPORTED EMPLOYMENT, FOOD SECURITY SERVICES AND TRANSPORTATION. 7 7 1016 7 0 0 3441037 12448397 42227744 43748655 0 0 2175644 627247 47844425 56824299 0 0 0 0 35617685 45851732 0 0 0 11297426 10820941 46915111 56672673 929314 151626 27154352 31318658 10423595 11812773 16730757 19505885 X FOR OVER 40 YEARS, CITIZEN ADVOCATES HAS PROVIDED CARING, PROFESSIONAL, AND CERTIFIED CARE TO THOUSANDS OF INDIVIDUALS WITH INTELLECTUAL/DEVELOPMENTAL DISABILITY, MENTAL HEALTH AND ADDICTION PREVENTION, TREATMENT, AND RECOVERY SERVICES. THE COMPANY'S WORK IS CONDUCTED BASED ON STRONG PARTNERSHIPS WITH NUMEROUS FUNDING AND OVERSIGHT SOURCES, INCLUDING THE NEW YORK OFFICES OF PERSONS WITH DEVELOPMENTAL DISABILITIES (OPWDD), MENTAL HEALTH (OMH), OFFICE OF ADDICTION SERVICES AND SUPPORTS (OASAS), AND THE NEW YORK STATE DEPARTMENT OF HEALTH (DOH). THE ORGANIZATION COORDINATES CARE FOR INDIVIDUALS OF ALL AGE LEVELS AND ABILITIES AND ARE COMMITTED TO PROVIDING LEADING EDGE CARE AND SERVICES TO RESIDENTS OF NORTHERN NEW YORK AND BEYOND FOR MANY YEARS TO COME. 0 0 16745821 20011635 COMMUNITY HOUSING AND LIVING - THE ORGANIZATION PROVIDES PERSON-CENTERED SERVICES AND SUPPORT WHILE TAILORING SUPERVISION AND CARE ACCORDINGLY. SEPARATE FACILITIES ARE MAINTAINED FOR THOSE WITH DEVELOPMENTAL DISABILITIES VERSUS THOSE WITH MENTAL ILLNESS FROM INTERMEDIATE CARE FACILITIES WITH 24-HOUR STAFF SUPERVISION AS WELL AS MORE INDEPENDENT INDIVIDUAL RESIDENTIAL ALTERNATIVES. ADDITIONALLY, THE ORGANIZATION OFFERS A NUMBER OF FAMILY SUPPORT SERVICES FOR DAY, EVENING, AND OVERNIGHT RESPITE CARE FOR THOSE FAMILIES CHOOSING TO CARE FOR THEIR FAMILY MEMBERS AT HOME. PROVIDED SERVICES TO APPROXIMATELY 156 INDIVIDUALS. 14533609 16003866 COMMUNITY ACTIVITIES - COMMUNITY ACTIVITIES AIDS PEOPLE WITH DEVELOPMENTAL DISABILITIES TO FURTHER INTEGRATE THEM INTO THEIR COMMUNITIES. THE ORGANIZATION SERVES INDIVIDUALS RANGING FROM AGES 3 TO 88 WITH A BROAD SPECTRUM OF DEVELOPMENTAL DISABILITIES PROVIDING ACCESS TO CLINICAL SERVICES AND LIFE SKILL SUPPORTS. SUPPORTS ARE PROVIDED IN PEOPLE'S OWN HOMES, CERTIFIED FACILITIES, AND THE COMMUNITY. THE ARRAY OF SERVICES CURRENTLY OFFERED THROUGH PARTICIPATION IN DAY PROGRAMS IS AVAILABLE IN NORTHERN AND SOUTHERN FRANKLIN COUNTY, AS WELL AS CLINTON AND ST. LAWRENCE COUNTIES. PROVIDED SERVICES TO APPROXIMATELY 342 INDIVIDUALS. 16478048 15871020 BEHAVIORAL HEALTH - PROVIDE INTAKE, ASSESSMENT, REFERRAL AND TREATMENT, DISCHARGE AND FOLLOW-UP SERVICES, AS WELL AS CRISIS INTERVENTION AND CASE MANAGEMENT FOR 6,892 INDIVIDUALS. 3482470 3535089 EMPLOYMENT PROGRAMS - SUPPORTS WORKING IN CONJUNCTION WITH A NUMBER OF PRIVATE ORGANIZATIONS AND COMPANIES, EMPLOYMENT PROGRAMS STRIVE TO TEACH BOTH THE FUNDAMENTALS AND ADVANCED WORK SKILLS IN ADDITION TO KNOWLEDGE SURROUNDING WORKPLACE READINESS. ULTIMATELY, WORK CENTERS AND COMMUNITY BUSINESSES SERVE AS STEPPING STONES TOWARD FUTURE JOB OPPORTUNITIES OUTSIDE OF THE STRUCTURED SUPPORT SYSTEM OF NORTH STAR INDUSTRIES AND CITIZEN ADVOCATES. PROVIDED SERVICES TO APPROXIMATELY 155 INDIVIDUALS. 3482470 3535089 51239948 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 128 0 1 1016 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X STACIE WARNER 5186512247 324 COUNTY RTE 52 BLDG 1 PO BOX 608 MALONE NY 12953 DEANNA SMITH CHAIR 1.00 X X 0 0 0 LORI TOURVILLE TREASURER-OUTGOING 1.00 X X 0 0 0 DALLAS SUTTON TREASURER-INCOMING 1.00 X 0 0 0 LORETTA FOWLER SECRETARY 1.00 X 0 0 0 JEFFREY SPRIGGS DIRECTOR 1.00 X 0 0 0 NANCY ARQUIETT DIRECTOR 1.00 X 0 0 0 BROCK ARNOLD DIRECTOR 1.00 X 0 0 0 JAMES BUTTON CHIEF EXECUTIVE OFFICER 40.00 X 325405 0 32926 KAREN LEE CHIEF FINANCIAL OFFICER 40.00 X 296924 0 11505 EILEEN CAVALIER CHIEF FINANCIAL OFFICER 40.00 X 178624 0 30036 KATI JOCK CHIEF OPERATIONS OFFICER 40.00 X 197732 0 13748 JOSHUA FRANK CHIEF MEDICAL OFFICER 40.00 X 576872 0 42636 JANE MAXWELL PSYCHIATRIST 37.50 X 359823 0 21774 RAMNEESH TREHAN PSYCHIATRIST 40.00 X 342284 0 15922 PATRICIA COOK NURSE PRACTITIONER 40.00 X 221433 0 20641 2499097 0 189188 21 0 1 0 BARTON & LOGUIDICE DPC 443 ELECTRONICS PARKWAY LIVERPOOL NY 13088 CONSTRUCTION CONSULTANT 269636 MARKS PANETH 88 FROEHLICH FARM BLVD WOODBURY NY 11797 IT CONSULTANT 189535 IHG SERVICES LLC 332 EAST BOCA RATON ROAD BOCA RATON FL 33432 RECRUITMENT 156300 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFO NEW YORK NY 14534 AUDIT 147568 4 12448397 12448397 FEES FOR SERVICES 900099 42020805 42020805 WORKSHOP REVENUE 900099 1727850 1727850 43748655 OTHER 900099 627247 627247 627247 56824299 44375902 0 0 37938279 34794525 3143754 7913453 7299740 613713 831450 457190 374260 2877669 2229883 647786 3631866 3440671 191195 632558 459965 172593 36861 36861 277613 245243 32370 562513 477765 84748 CONSUMER RELATED EXPENS 952275 952275 GENERAL EXPENSES 761852 589546 172306 PURCHASES FOR RESALE 256284 256284 56672673 51239948 5432725 0 214516 1173247 5017358 2237876 6468818 10492416 465421 504782 11907879 2865367 7046415 9042512 7941824 7867825 27154352 31318658 5952014 7807201 1461535 1254683 734064 682864 2275982 2068025 10423595 11812773 X 16730757 19505885 16730757 19505885 27154352 31318658 X 151626 2623502 X X 0 1 X 1 1 1 X 3611220 3654207 3578065 3441037 12448397 26732926 3611220 3654207 3578065 3441037 12448397 26732926 26732926 1962533 2092034 2363563 2175644 627247 9221021 35953947 0.74350 0.65760 X PART IV, SECTION E, LINE 2B: CITIZEN ADVOCATES, INC., THE SUPPORTED ORGANIZATION, WOULD CONTINUE TO PROVIDE SERVICES WITHIN THEIR TAX EXEMPT MISSION WITHOUT THE INVOLVEMENT OF ADVOCATE HOSTELS HOLDING, INC. WITHOUT THE SUPPORT OF ADVOCATE HOSTELS HOLDING, INC. CITIZEN ADVOCATES WOULD HOLD TITLE TO THEIR CAPITAL ASSETS AND NOT LEASE CAPITAL OWNED ASSETS BY ADVOCATE HOSTELS HOLDING, INC. PART IV, SECTION D, LINE 3: DUE TO COMMON BOARD MEMBERSHIP BETWEEN THE ORGANIZATION AND THE ORGANIZATION'S SUPPORTED ORGANIZATION, THE ORGANIZATION'S SUPPORT ORGANIZATION HAS SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE TAX YEAR. PART IV, SECTION E, LINE 2A: ADVOCATE HOSTELS HOLDING, INC. SUPPORTS CITIZEN ADVOCATES, INC., THROUGH HOLDING TITLE TO PROPERTY AND EQUIPMENT AND MANAGING REAL ESTATE ON BEHALF OF CITIZEN ADVOCATES, INC. THROUGH PROVIDING AND MANAGING PROPERTY AND EQUIPMENT, CITIZEN ADVOCATES, INC. IS ABLE TO CARRY OUT THEIR TAX EXEMPT MISSION. ADVOCATE HOSTELS HOLDING, INC. WAS RESPONSIVE TO CITIZEN ADVOCATES, INC. THROUGH COMMON MANAGEMENT AND BOARD OF DIRECTORS, PROVIDING CITIZEN ADVOCATES, INC. A SIGNIFICANT VOICE IN THEIR DECISIONS. ADVOCATE HOSTELS HOLDING, INC. DETERMINED THEY PROVIDED SUBSTANTIALLY ALL OF ITS ACTIVITIES TO CITIZEN ADVOCATES, INC. BASED ON THE AMOUNT OF MANAGEMENT ACTIVITIES THEY PERFORM ON BEHALF OF CITIZEN ADVOCATES, INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2011655 2011655 9896224 2865367 7030857 9042512 DUE FROM AFFILIATE 3417590 CASH SURRENDER VALUE OF OFFICER LIFE INSURANCE POLICY 422307 INVESTMENT IN HARISON PLACE 4027928 7867825 AMOUNTS DUE TO THIRD-PARTY PAYERS 2068025 2068025 56824299 0 56824299 0 56824299 56672673 0 56672673 0 56672673 X X X 0 0 0 0 0 0 0 0 0 JOSHUA FRANK CHIEF MEDICAL OFFICER 576872 0 0 0 0 0 18300 0 24336 0 619508 0 0 0 JANE MAXWELL PSYCHIATRIST 359823 0 0 0 0 0 13511 0 8263 0 381597 0 0 0 JAMES BUTTON CHIEF EXECUTIVE OFFICER 325405 0 0 0 0 0 8590 0 24336 0 358331 0 0 0 RAMNEESH TREHAN PSYCHIATRIST 342284 0 0 0 0 0 0 0 15922 0 358206 0 0 0 KAREN LEE CHIEF FINANCIAL OFFICER 296924 0 0 0 0 0 4846 0 6659 0 308429 0 0 0 PATRICIA COOK NURSE PRACTITIONER 221433 0 0 0 0 0 12378 0 8263 0 242074 0 0 0 KATI JOCK CHIEF OPERATIONS OFFICER 197732 0 0 0 0 0 5485 0 8263 0 211480 0 0 0 EILEEN CAVALIER CHIEF FINANCIAL OFFICER 178624 0 0 0 0 0 5700 0 24336 0 208660 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED ON AN ANNUAL BASIS BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS WILL REVIEW POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS AND RESOLVE THE CONFLICTS, IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION STUDY IS CONDUCTED PERIODICALLY AND THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL DOCUMENTS REQUIRED FOR PUBLIC DISCLOSURE. THE COMPANY COMPLIES WITH ALL APPLICABLE FEDERAL AND STATE REGULATIONS. FORM 990, PART XI, LINE 9: PRIOR YEAR SETTLEMENTS, NET -1,404,426. CONTRIBUTION FROM ADVOCATE HOSTELS HOLDING, INC. 4,027,928. FORM 990, PART XI, LINE 2C THERE HAVE BEEN NO CHANGES IN THE PROCESS FROM PRIOR YEARS. THE BOARD OF DIRECTORS TAKES RESPONSIBILITY FOR THE AUDIT PROCESS AND ASSUMES RESPONSIBILITY FOR HIRING THE INDEPENDENT AUDITORS. ADVOCATE HOSTELS HOLDING 324 COUNTY ROUTE 51 BUILDING 1 MALONE NY 12953 141592796 LEASE REAL ESTATE AND EQUIPMENT TO CITIZEN ADVOCATES, INC. NY 501(C)(3) LINE 12C CITIZEN ADVOCATES INC 0 JOSHUA HOUSE INC 324 COUNTY ROUTE 51 BUILDING 1 MALONE NY 12953 161427778 RESIDENTIAL HOUSING AND DAY HABILITATION CENTER NY 501(C)(3) LINE 10 CITIZEN ADVOCATES INC 0 DAXIA INC 324 COUNTY ROUTE 51 BUILDING 1 MALONE NY 12953 854392577 SOLE CORPORATE MEMBER OF CITIZEN ADVOCATES, INC. & ADVOCATES HOSTELS HOLDING NY 501(C)(3) LINE 13 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ADVOCATE HOSTELS HOLDING C 4027928 FMV